Gary M in Santee
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 2
		
	
				
		
	
		
			
    
	
		
		
		07-15-2022
	
		
		12:17 PM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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If a client has not maxed out their 401(k) the program suggests two strategies. 1) savings if there is a matching employer program and 2) savings if employee contributes more. Item 1) is worded awkwardly, not clearly distinguishable from item 2), does not recognize if there is already a match on the employee contributions, short they may be, and does not allow for a % match or maximum match allowable.
		
			
				
						
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